Advance Funeral Planner

Job Description

Job Description

Ballhorn Chapels and Zimmer Westview Funeral Homes are seeking a compassionate, driven Family Services Advisor to serve families across the Sheboygan area and surrounding communities. This is a meaningful, relationship-centered role — one where your work directly helps families find peace of mind by planning and funding their final arrangements in advance. If you're someone who leads with empathy, thrives in one-on-one conversations, and wants work that matters, this role offers both purpose and strong earning potential.

What You'll Do

• Meet with individuals and families to educate them on advance funeral planning options
• Guide families through prearrangement and funding decisions with care and professionalism
• Build relationships within the community through events, seminars, and outreach
• Generate leads through networking, referrals, and marketing initiatives
• Maintain consistent follow-up and communication with prospective families
• Manage your own schedule and territory with autonomy and accountability
• Accurately complete all required documentation and compliance requirements

What Makes This Role Unique

• Defined local territory - you'll build lasting relationships in a community that knows and trusts our names
• Flexible, self-directed schedule - you manage your time and prioritize your own book of business
• Built-in lead support - you won't be starting from scratch. You'll benefit from referrals and warm introductions generated through our established funeral home network, as well as support from external community partners, senior care organizations, and estate planning professionals who share our commitment to serving families
• Licensing support - we'll support you in obtaining your Life Insurance License within 30 days of hire
• Purpose-driven work - every conversation you have helps a family avoid uncertainty during one of life's hardest moments

Requirements

• 2+ years of experience in sales, customer service, or relationship-based roles
• Strong communication and presentation skills
• Ability to build trust in sensitive and emotional situations
• Self-motivated with a goal-oriented mindset
• Comfortable working both independently and within a team environment
• Ability to obtain a Life Insurance License within 30 days of hire
• Valid driver’s license and reliable transportation

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Wellness Resources